Investment Advisor II: Client Solutions & Trading

Bank of America; East Providence (RI); On-site; USD 36,423 - 49,676; Full time

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Incentive eligibility based on performance

Job summary

Bank of America is seeking a Financial Assistant in East Providence, Rhode Island. This position focuses on educating clients about investment options and providing guidance tailored to their financial needs. The ideal candidate will have Series 7 and 66 licenses, excellent customer service skills, and a passion for financial markets. Competitive compensation of $26.44 - $36.06 hourly based on experience with industry-leading benefits offered.

Qualifications

• Proven passion and interest in financial markets.
• Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy.
• Strong analytical and organizational skills.

Responsibilities

• Provide financial guidance to clients based on their needs.
• Educate clients on investment products and services.
• Deliver on performance goals by uncovering client needs.

Skills

Account Management

Client Solutions Advisory

Customer and Client Focus

Attention to Detail

Active Listening

Education

Series 7 and 66 or equivalent

1+ years of financial industry experience

Job description

Bank of America is seeking a Financial Assistant in East Providence, Rhode Island. This position focuses on educating clients about investment options and providing guidance tailored to their financial needs. The ideal candidate will have Series 7 and 66 licenses, excellent customer service skills, and a passion for financial markets. Competitive compensation of $26.44 - $36.06 hourly based on experience with industry-leading benefits offered.